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Tax Changes, Cost-Cutting, and Financial Peace of Mind with Mark Steber (Jackson Hewitt)

Tax Changes, Cost-Cutting, and Financial Peace of Mind with Mark Steber (Jackson Hewitt)

by Shelby Todd | Jan 23, 2026 | Episodes

Tax season can feel overwhelming—but this year, it also brings real opportunity. On this episode of Take Pride in Retirement, I’m joined by Mark Steber, Chief Tax Officer at Jackson Hewitt Tax Service, to break down some of the most important tax changes impacting...
Critical Retirement Shifts LGBTQ+ People Need to Understand Heading into 2026 (Part 1)

Critical Retirement Shifts LGBTQ+ People Need to Understand Heading into 2026 (Part 1)

by Shelby Todd | Jan 23, 2026 | Episodes

Welcome back to Take Pride in Retirement—the show all about helping you build a retirement you can truly take pride in. In this episode, I’m kicking off part one of a two-part series on the five major retirement shifts happening right now as we head into 2026—and why...
Results in Advance: Reducing Fees & Creating Guaranteed Retirement Income (Part 2)

Results in Advance: Reducing Fees & Creating Guaranteed Retirement Income (Part 2)

by Shelby Todd | Jan 20, 2026 | Episodes

For many LGBTQ+ retirees, retirement planning comes with additional complexity. We weren’t always taught how to evaluate investment fees, and trusted institutions haven’t always protected our community. That’s why understanding what you’re paying — and why it matters...
Results in Advance: Building a Strong Retirement Foundation (Part 1)

Results in Advance: Building a Strong Retirement Foundation (Part 1)

by Shelby Todd | Jan 16, 2026 | Episodes

In this episode of Take Pride in Retirement, I’m kicking off a two-part conversation around something I believe every LGBTQ+ person deserves as they approach retirement: clarity before uncertainty hits. I call it “results in advance” retirement planning — the idea...
The High Cost of Panic: Why Emotional Investing Hurts LGBTQ+ Retirees Most

The High Cost of Panic: Why Emotional Investing Hurts LGBTQ+ Retirees Most

by Shelby Todd | Jan 13, 2026 | Episodes

In this episode of Take Pride in Retirement, I tackle one of the biggest mistakes I see retirees make—letting emotions drive their investment decisions. When the world feels chaotic and markets swing like a roller coaster, it’s human nature to react. But emotional...
Retiring in a Volatile World: LGBTQ+ Strategies for Predictable Income and Peace of Mind

Retiring in a Volatile World: LGBTQ+ Strategies for Predictable Income and Peace of Mind

by Shelby Todd | Jan 9, 2026 | Episodes

Market turbulence is rising—and LGBTQ+ retirees face unique risks, from emotional investing to limited family support structures. In this episode, I share how to build predictable income, avoid sequence-of-returns risk, and create a retirement strategy centered on...
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